The Centerline Wealth Advisors team works as a cohesive unit. We’re made up of a group of experts with diverse experience in many different areas and disciplines. You will have a main point of contact, but you likely will interact with most or all members of our team over time. We meet regularly so all team members are abreast of your situation, plans, and events in your life that affect our planning for you, so you can rest assured that anytime you need us, we’re here and ready to serve you. Centerline is a family, and our clientele is an extension of that philosophy.
